How to import customers, items or other data from a CSV file
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The written steps below already work. Come back to watch it.
How to import customers, items or other data from a CSV file. Open Administration → Data import (Owner / Administrator and Office Manager).
The steps, written out
- Choose Import into (Customers, Contacts, Catalogue items, Employees, Jobs, Opening stock levels, or the two migration options for open jobs and open invoices) and, if the file comes from Avontus, the Avontus Quantify export preset.
- Choose the CSV file (header row, UTF-8, up to 5,000 rows) and press Upload & map columns. Download a Standard or Avontus template if you need the right columns.
- Check each Maps to field (or Ignore this column), then Refresh preview. Required fields not mapped block the import.
- Choose whether existing records are skipped or updated, and run Trial import (nothing is saved) first.
- Press Import {n} valid rows. Rows with errors are skipped and listed.